IFG Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

IFG Advisory’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$714K	Buy	+7,625	New	+$657K	0.03%	504
2026 Q1	–	Sell	-8,184	Closed	-$589K	–	897
2025 Q4	$589K	Buy	8,184 +42	+0.5%	+$3.06K	0.03%	472
2025 Q3	$599K	Buy	8,142 +2,911	+56%	+$206K	0.03%	456
2025 Q2	$356K	Sell	5,231 -27,139	-84%	-$1.73M	0.02%	556
2025 Q1	$2.03M	Buy	32,370 +10,205	+46%	+$671K	0.11%	217
2024 Q4	$1.47M	Buy	22,165 +125	+0.6%	+$8.59K	0.08%	244
2024 Q3	$1.46M	Buy	+22,040	New	+$1.4M	0.09%	239

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

IFG Advisory's XSMO Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 7,625 shares worth $714K. The stake represents 0.03% of the portfolio and ranks #504 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XSMO as recently as Q4 2025.

IFG Advisory first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

IFG Advisory held 7,625 shares of Invesco S&P SmallCap Momentum ETF worth $714K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #504 holding.
IFG Advisory first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
IFG Advisory's Invesco S&P SmallCap Momentum ETF position peaked at $2.03M in Q1 2025.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.